Class: FactPulse::Helpers::FactPulseClient

Inherits:
Object
  • Object
show all
Defined in:
lib/factpulse/helpers/client.rb

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(email:, password:, api_url: nil, client_uid: nil, chorus_credentials: nil, afnor_credentials: nil, polling_interval: nil, polling_timeout: nil, max_retries: nil) ⇒ FactPulseClient

Returns a new instance of FactPulseClient.



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# File 'lib/factpulse/helpers/client.rb', line 168

def initialize(email:, password:, api_url: nil, client_uid: nil, chorus_credentials: nil, afnor_credentials: nil,
               polling_interval: nil, polling_timeout: nil, max_retries: nil)
  @email, @password = email, password; @api_url = (api_url || 'https://factpulse.fr').chomp('/')
  @client_uid, @polling_interval, @polling_timeout, @max_retries = client_uid, polling_interval || 2000, polling_timeout || 120000, max_retries || 1
  @chorus_credentials, @afnor_credentials = chorus_credentials, afnor_credentials
  @access_token = @refresh_token = @token_expires_at = nil
end

Instance Attribute Details

#afnor_credentials ⇒ Object (readonly)

Returns the value of attribute afnor_credentials.



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# File 'lib/factpulse/helpers/client.rb', line 166

def afnor_credentials
  @afnor_credentials
end

#chorus_credentials ⇒ Object (readonly)

Returns the value of attribute chorus_credentials.



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# File 'lib/factpulse/helpers/client.rb', line 166

def chorus_credentials
  @chorus_credentials
end

Class Method Details

.format_amount(m) ⇒ Object 



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# File 'lib/factpulse/helpers/client.rb', line 213

def self.format_amount(m); AmountHelpers.amount(m); end

Instance Method Details

#afnor_credentials_for_api ⇒ Object 



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# File 'lib/factpulse/helpers/client.rb', line 177

def afnor_credentials_for_api; @afnor_credentials&.to_h; end

#chorus_credentials_for_api ⇒ Object 



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# File 'lib/factpulse/helpers/client.rb', line 176

def chorus_credentials_for_api; @chorus_credentials&.to_h; end

#consulter_facture_chorus(identifiant_facture_cpp) ⇒ Object

Gets the status of a Chorus Pro invoice.



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# File 'lib/factpulse/helpers/client.rb', line 569

def consulter_facture_chorus(identifiant_facture_cpp)
  make_chorus_request('POST', '/factures/consulter', { 'identifiant_facture_cpp' => identifiant_facture_cpp })
end

#consulter_structure_chorus(id_structure_cpp) ⇒ Object

Gets the details of a Chorus Pro structure.



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# File 'lib/factpulse/helpers/client.rb', line 549

def consulter_structure_chorus(id_structure_cpp)
  make_chorus_request('POST', '/structures/consulter', { 'id_structure_cpp' => id_structure_cpp })
end

#download_flow_afnor(flow_id) ⇒ Object

Downloads the PDF file of an AFNOR flow.



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# File 'lib/factpulse/helpers/client.rb', line 421

def download_flow_afnor(flow_id)
  result = make_afnor_request('GET', "/flow/v1/flows/#{flow_id}")
  result['_raw'] || ''
end

#ensure_authenticated(force_refresh: false) ⇒ Object 



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# File 'lib/factpulse/helpers/client.rb', line 182

def ensure_authenticated(force_refresh: false)
  now = (Time.now.to_f * 1000).to_i
  if force_refresh || @access_token.nil? || (@token_expires_at && now >= @token_expires_at)
    payload = { 'username' => @email, 'password' => @password }; payload['client_uid'] = @client_uid if @client_uid
    response = http_post(URI("#{@api_url}/api/token/"), payload)
    raise FactPulseAuthError, "Auth failed" unless response.is_a?(Net::HTTPSuccess)
    tokens = JSON.parse(response.body); @access_token, @refresh_token = tokens['access'], tokens['refresh']
    @token_expires_at = now + (28 * 60 * 1000)
  end
end

#generate_complete_facturx(invoice, pdf_source_path, **options) ⇒ Object

Generates a complete Factur-X PDF with optional validation, signature and submission.



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# File 'lib/factpulse/helpers/client.rb', line 684

def generate_complete_facturx(invoice, pdf_source_path, **options)
  profile = options[:profile] || 'EN16931'
  validate = options.fetch(:validate, true)
  sign = options.fetch(:sign, false)
  submit_afnor = options.fetch(:submit_afnor, false)
  timeout = options[:timeout] || 120000

  result = {}

  # 1. Generation
  pdf_bytes = generate_facturx(invoice, pdf_source_path, profile: profile, output_format: 'pdf', sync: true, timeout: timeout)
  result[:pdf_bytes] = pdf_bytes

  # Create a temporary file for subsequent operations
  temp_file = Tempfile.new(['facturx_', '.pdf'])
  begin
    temp_file.binmode
    temp_file.write(pdf_bytes)
    temp_file.flush

    # 2. Validation
    if validate
      validation = validate_facturx_pdf(temp_file.path, profile: profile)
      result[:validation] = validation
      unless validation['is_compliant']
        if options[:output_path]
          File.binwrite(options[:output_path], pdf_bytes)
          result[:pdf_path] = options[:output_path]
        end
        return result
      end
    end

    # 3. Signature
    if sign
      pdf_bytes = sign_pdf(temp_file.path, **options)
      result[:pdf_bytes] = pdf_bytes
      result[:signature] = { 'signed' => true }
      temp_file.rewind
      temp_file.write(pdf_bytes)
      temp_file.flush
    end

    # 4. AFNOR submission
    if submit_afnor
      invoice_number = invoice['invoiceNumber'] || invoice['invoice_number'] || 'INVOICE'
      flow_name = options[:afnor_flow_name] || "Invoice #{invoice_number}"
      tracking_id = options[:afnor_tracking_id] || invoice_number
      afnor_result = submit_invoice_afnor(temp_file.path, flow_name, tracking_id: tracking_id)
      result[:afnor] = afnor_result
    end

    # Final save
    if options[:output_path]
      File.binwrite(options[:output_path], pdf_bytes)
      result[:pdf_path] = options[:output_path]
    end
  ensure
    temp_file.close
    temp_file.unlink
  end

  result
end

#generate_facturx(invoice_data, pdf_source, profile: 'EN16931', output_format: 'pdf', sync: true, timeout: nil) ⇒ Object

Generates a Factur-X invoice from a dict/hash and a source PDF.



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# File 'lib/factpulse/helpers/client.rb', line 216

def generate_facturx(invoice_data, pdf_source, profile: 'EN16931', output_format: 'pdf', sync: true, timeout: nil)
  # Convert data to JSON string
  json_data = case invoice_data
              when String then invoice_data
              when Hash then JSON.generate(invoice_data)
              else
                if invoice_data.respond_to?(:to_h)
                  JSON.generate(invoice_data.to_h)
                elsif invoice_data.respond_to?(:to_hash)
                  JSON.generate(invoice_data.to_hash)
                else
                  raise FactPulseValidationError.new("Unsupported data type: #{invoice_data.class}")
                end
              end

  # Read source PDF
  pdf_content = case pdf_source
                when String then File.binread(pdf_source)
                when File then pdf_source.read
                else
                  if pdf_source.respond_to?(:read)
                    pdf_source.read
                  else
                    raise FactPulseValidationError.new("Unsupported PDF type: #{pdf_source.class}")
                  end
                end
  pdf_filename = pdf_source.is_a?(String) ? File.basename(pdf_source) : 'invoice.pdf'

  ensure_authenticated
  uri = URI("#{@api_url}/api/v1/processing/generate-invoice")

  # Build multipart request
  boundary = "----RubyFormBoundary#{SecureRandom.hex(16)}"
  body = build_multipart_body(boundary, [
    { name: 'invoice_data', content: json_data },
    { name: 'profile', content: profile },
    { name: 'output_format', content: output_format },
    { name: 'source_pdf', content: pdf_content, filename: pdf_filename, content_type: 'application/pdf' }
  ])

  response = http_multipart_post(uri, body, boundary)

  if response.code == '401'
    reset_auth; ensure_authenticated; response = http_multipart_post(uri, body, boundary)
  end

  unless response.is_a?(Net::HTTPSuccess)
    # Extract error details from response body
    error_msg = "API Error (#{response.code})"
    errors = []

    begin
      error_data = JSON.parse(response.body)
      # Format FastAPI/Pydantic: {"detail": [{"loc": [...], "msg": "...", "type": "..."}]}
      if error_data['detail'].is_a?(Array)
        error_msg = 'Validation error'
        error_data['detail'].each do |err|
          next unless err.is_a?(Hash)
          loc = (err['loc'] || []).map(&:to_s).join(' -> ')
          errors << ValidationErrorDetail.new(
            level: 'ERROR',
            item: loc,
            reason: err['msg'] || err.to_s,
            source: 'validation',
            code: err['type']
          )
        end
      elsif error_data['detail'].is_a?(String)
        error_msg = error_data['detail']
      elsif error_data['errorMessage']
        error_msg = error_data['errorMessage']
      end
    rescue JSON::ParserError
      error_msg = "API Error (#{response.code}): #{response.body}"
    end

    warn "API Error #{response.code}: #{response.body}"
    raise FactPulseValidationError.new(error_msg, errors)
  end

  data = JSON.parse(response.body)

  if sync && data['task_id']
    result = poll_task(data['task_id'], timeout: timeout)
    if result['contenu_b64']
      return Base64.decode64(result['contenu_b64'])
    elsif result['contenu_xml']
      return result['contenu_xml']
    end
    raise FactPulseValidationError.new("Unexpected result: #{result.keys.join(', ')}")
  end

  data
end

#generate_test_certificate(**options) ⇒ Object

Generates a test certificate (NOT FOR PRODUCTION).

Raises:



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# File 'lib/factpulse/helpers/client.rb', line 663

def generate_test_certificate(**options)
  ensure_authenticated
  uri = URI("#{@api_url}/api/v1/processing/generate-test-certificate")
  body = {
    'cn' => options[:cn] || 'Test Organisation',
    'organisation' => options[:organisation] || 'Test Organisation',
    'email' => options[:email] || '[email protected]',
    'validity_days' => options[:validity_days] || 365,
    'key_size' => options[:key_size] || 2048
  }

  response = http_post_json(uri, body)
  raise FactPulseValidationError.new("Error: #{response.code}") unless response.is_a?(Net::HTTPSuccess)
  JSON.parse(response.body) rescue {}
end

#get_afnor_credentials ⇒ Object 



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# File 'lib/factpulse/helpers/client.rb', line 180

def get_afnor_credentials; afnor_credentials_for_api; end

#get_chorus_pro_credentials ⇒ Object

Shorter aliases



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# File 'lib/factpulse/helpers/client.rb', line 179

def get_chorus_pro_credentials; chorus_credentials_for_api; end

#get_incoming_invoice_afnor(flow_id, include_document: false) ⇒ Hash

Retrieves JSON metadata of an incoming flow (supplier invoice). Downloads an incoming flow from the AFNOR PDP and extracts invoice metadata into a unified JSON format. Supports Factur-X, CII and UBL.

Note: This endpoint uses FactPulse JWT authentication (not AFNOR OAuth). The FactPulse server handles calling the PDP with stored credentials.

Examples:

invoice = client.get_incoming_invoice_afnor("550e8400-...")
puts "Supplier: #{invoice['supplier']['name']}"
puts "Total incl. tax: #{invoice['total_incl_tax']} #{invoice['currency']}"

Parameters:

  • flow_id (String) —

    Flow identifier (UUID)

  • include_document (Boolean) (defaults to: false) —

    If true, includes the document in base64

Returns:

  • (Hash) —

    Invoice metadata (supplier, amounts, dates, etc.)

Raises:



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# File 'lib/factpulse/helpers/client.rb', line 441

def get_incoming_invoice_afnor(flow_id, include_document: false)
  ensure_authenticated
  uri = URI("#{@api_url}/api/v1/afnor/incoming-flows/#{flow_id}")
  uri.query = "include_document=true" if include_document

  http = Net::HTTP.new(uri.host, uri.port)
  http.use_ssl = uri.scheme == 'https'
  http.read_timeout = 60

  request = Net::HTTP::Get.new(uri)
  request['Authorization'] = "Bearer #{@access_token}"

  response = http.request(request)
  raise FactPulseValidationError.new("Incoming flow error: #{response.code}") unless response.is_a?(Net::HTTPSuccess)
  JSON.parse(response.body) rescue {}
end

#get_routing_code_afnor(siret, routing_identifier) ⇒ Hash

Gets a routing code by SIRET and routing identifier.

Parameters:

  • siret (String) —

    14-digit SIRET number

  • routing_identifier (String) —

    Routing code identifier

Returns:

  • (Hash) —

    Routing code information



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# File 'lib/factpulse/helpers/client.rb', line 505

def get_routing_code_afnor(siret, routing_identifier)
  make_afnor_request('GET', "/directory/v1/routing-code/siret:#{siret}/code:#{routing_identifier}")
end

#get_siren_afnor(siren) ⇒ Hash

Gets a company (legal unit) by SIREN in the AFNOR directory.

Parameters:

  • siren (String) —

    9-digit SIREN number

Returns:

  • (Hash) —

    Company information



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# File 'lib/factpulse/helpers/client.rb', line 475

def get_siren_afnor(siren)
  make_afnor_request('GET', "/directory/v1/siren/code-insee:#{siren}")
end

#get_siret_afnor(siret) ⇒ Hash

Gets a company (legal unit) by SIRET in the AFNOR directory.

Parameters:

  • siret (String) —

    14-digit SIRET number

Returns:

  • (Hash) —

    Company information



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# File 'lib/factpulse/helpers/client.rb', line 468

def get_siret_afnor(siret)
  make_afnor_request('GET', "/directory/v1/siret/code-insee:#{siret}")
end

#healthcheck_afnor ⇒ Object

Checks the availability of the AFNOR Flow Service.



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# File 'lib/factpulse/helpers/client.rb', line 459

def healthcheck_afnor
  make_afnor_request('GET', '/flow/v1/healthcheck')
end

#lister_services_structure_chorus(id_structure_cpp) ⇒ Object

Lists the services of a Chorus Pro structure.



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# File 'lib/factpulse/helpers/client.rb', line 559

def lister_services_structure_chorus(id_structure_cpp)
  make_chorus_request('GET', "/structures/#{id_structure_cpp}/services")
end

#obtenir_id_chorus_depuis_siret(siret, type_identifiant: 'SIRET') ⇒ Object

Gets the Chorus Pro ID of a structure from its SIRET.



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# File 'lib/factpulse/helpers/client.rb', line 554

def obtenir_id_chorus_depuis_siret(siret, type_identifiant: 'SIRET')
  make_chorus_request('POST', '/structures/obtenir-id-depuis-siret', { 'siret' => siret, 'type_identifiant' => type_identifiant })
end

#poll_task(task_id, timeout: nil, interval: nil) ⇒ Object 



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# File 'lib/factpulse/helpers/client.rb', line 195

def poll_task(task_id, timeout: nil, interval: nil)
  timeout_ms, interval_ms = timeout || @polling_timeout, interval || @polling_interval
  start_time, current_interval = (Time.now.to_f * 1000).to_i, interval_ms.to_f
  loop do
    raise FactPulsePollingTimeout.new(task_id, timeout_ms) if (Time.now.to_f * 1000).to_i - start_time > timeout_ms
    ensure_authenticated; response = http_get(URI("#{@api_url}/api/v1/processing/tasks/#{task_id}/status"))
    reset_auth and next if response.code == '401'
    data = JSON.parse(response.body)
    return data['resultat'] || {} if data['statut'] == 'SUCCESS'
    if data['statut'] == 'FAILURE'
      # Format AFNOR: errorMessage, details
      r = data['resultat'] || {}
      raise FactPulseValidationError.new("Task #{task_id} failed: #{r['errorMessage'] || '?'}", (r['details'] || []).map { |e| ValidationErrorDetail.from_hash(e) })
    end
    sleep(current_interval / 1000.0); current_interval = [current_interval * 1.5, 10000].min
  end
end

#rechercher_structure_chorus(identifiant_structure: nil, raison_sociale: nil, type_identifiant: 'SIRET', restreindre_privees: true) ⇒ Object

Searches for structures on Chorus Pro.



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# File 'lib/factpulse/helpers/client.rb', line 539

def rechercher_structure_chorus(identifiant_structure: nil, raison_sociale: nil, type_identifiant: 'SIRET', restreindre_privees: true)
  body = { 'restreindre_structures_privees' => restreindre_privees }
  body['identifiant_structure'] = identifiant_structure if identifiant_structure
  body['raison_sociale_structure'] = raison_sociale if raison_sociale
  body['type_identifiant_structure'] = type_identifiant if type_identifiant

  make_chorus_request('POST', '/structures/rechercher', body)
end

#reset_auth ⇒ Object 



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# File 'lib/factpulse/helpers/client.rb', line 193

def reset_auth; @access_token = @refresh_token = @token_expires_at = nil; end

#search_flows_afnor(**criteria) ⇒ Object

Searches for AFNOR invoicing flows.



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# File 'lib/factpulse/helpers/client.rb', line 408

def search_flows_afnor(**criteria)
  search_body = {
    'offset' => criteria[:offset] || 0,
    'limit' => criteria[:limit] || 25,
    'where' => {}
  }
  search_body['where']['trackingId'] = criteria[:tracking_id] if criteria[:tracking_id]
  search_body['where']['status'] = criteria[:status] if criteria[:status]

  make_afnor_request('POST', '/flow/v1/flows/search', json_data: search_body)
end

#search_routing_codes_afnor(**criteria) ⇒ Hash

Searches for routing codes in the AFNOR directory.

Parameters:

  • criteria (Hash) —

    Search criteria (filters, sorting, fields, limit)

Returns:

  • (Hash) —

    Search results with routing codes



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# File 'lib/factpulse/helpers/client.rb', line 493

def search_routing_codes_afnor(**criteria)
  search_body = {
    'limit' => criteria[:limit] || 25,
    'filters' => criteria[:filters] || {}
  }
  make_afnor_request('POST', '/directory/v1/routing-code/search', json_data: search_body)
end

#search_siren_afnor(**criteria) ⇒ Hash

Searches for SIRENs (legal units) in the AFNOR directory.

Parameters:

  • criteria (Hash) —

    Search criteria (filters, sorting, fields, limit)

Returns:

  • (Hash) —

    Search results



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# File 'lib/factpulse/helpers/client.rb', line 482

def search_siren_afnor(**criteria)
  search_body = {
    'limit' => criteria[:limit] || 25,
    'filters' => criteria[:filters] || {}
  }
  make_afnor_request('POST', '/directory/v1/siren/search', json_data: search_body)
end

#sign_pdf(pdf_path, **options) ⇒ Object

Signs a PDF with the server-configured certificate.

Raises:



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# File 'lib/factpulse/helpers/client.rb', line 637

def sign_pdf(pdf_path, **options)
  ensure_authenticated
  uri = URI("#{@api_url}/api/v1/processing/sign-pdf")
  pdf_content = File.binread(pdf_path)

  parts = [
    { name: 'pdf_file', content: pdf_content, filename: File.basename(pdf_path), content_type: 'application/pdf' },
    { name: 'use_pades_lt', content: (options[:use_pades_lt] ? 'true' : 'false') },
    { name: 'use_timestamp', content: (options.key?(:use_timestamp) ? (options[:use_timestamp] ? 'true' : 'false') : 'true') }
  ]
  parts << { name: 'reason', content: options[:reason] } if options[:reason]
  parts << { name: 'location', content: options[:location] } if options[:location]
  parts << { name: 'contact', content: options[:contact] } if options[:contact]

  boundary = "----RubyFormBoundary#{SecureRandom.hex(16)}"
  body = build_multipart_body(boundary, parts)

  response = http_multipart_post(uri, body, boundary)
  raise FactPulseValidationError.new("Signature error: #{response.code}") unless response.is_a?(Net::HTTPSuccess)

  result = JSON.parse(response.body) rescue {}
  raise FactPulseValidationError.new("Invalid signature response") unless result['pdf_signe_base64']
  Base64.decode64(result['pdf_signe_base64'])
end

#soumettre_facture_chorus(facture_data) ⇒ Object

Submits an invoice to Chorus Pro.



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# File 'lib/factpulse/helpers/client.rb', line 564

def soumettre_facture_chorus(facture_data)
  make_chorus_request('POST', '/factures/soumettre', facture_data)
end

#submit_invoice_afnor(pdf_path, flow_name, **options) ⇒ Object

Submits an invoice to a PDP via the AFNOR API.



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# File 'lib/factpulse/helpers/client.rb', line 389

def submit_invoice_afnor(pdf_path, flow_name, **options)
  pdf_content = File.binread(pdf_path)
  sha256 = Digest::SHA256.hexdigest(pdf_content)

  flow_info = {
    'name' => flow_name,
    'flowSyntax' => options[:flow_syntax] || 'CII',
    'flowProfile' => options[:flow_profile] || 'EN16931',
    'sha256' => sha256
  }
  flow_info['trackingId'] = options[:tracking_id] if options[:tracking_id]

  make_afnor_request('POST', '/flow/v1/flows', multipart: [
    { name: 'file', content: pdf_content, filename: File.basename(pdf_path), content_type: 'application/pdf' },
    { name: 'flowInfo', content: JSON.generate(flow_info), content_type: 'application/json' }
  ])
end

#validate_facturx_pdf(pdf_path, profile: nil, use_verapdf: false) ⇒ Object

Validates a Factur-X PDF.

Parameters:

  • pdf_path (String) —

    Path to the PDF file

  • profile (String, nil) (defaults to: nil) —

    Factur-X profile (MINIMUM, BASIC, EN16931, EXTENDED). If nil, auto-detected.

  • use_verapdf (Boolean) (defaults to: false) —

    Enable strict PDF/A validation with VeraPDF (default: false)

Raises:



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# File 'lib/factpulse/helpers/client.rb', line 581

def validate_facturx_pdf(pdf_path, profile: nil, use_verapdf: false)
  ensure_authenticated
  uri = URI("#{@api_url}/api/v1/processing/validate-facturx-pdf")
  pdf_content = File.binread(pdf_path)

  parts = [
    { name: 'pdf_file', content: pdf_content, filename: File.basename(pdf_path), content_type: 'application/pdf' },
    { name: 'use_verapdf', content: use_verapdf.to_s }
  ]
  parts << { name: 'profile', content: profile } if profile

  boundary = "----RubyFormBoundary#{SecureRandom.hex(16)}"
  body = build_multipart_body(boundary, parts)

  response = http_multipart_post(uri, body, boundary)
  raise FactPulseValidationError.new("Validation error: #{response.code}") unless response.is_a?(Net::HTTPSuccess)
  JSON.parse(response.body) rescue {}
end

#validate_facturx_xml(xml_content, profile: 'EN16931') ⇒ Object

Validates a Factur-X XML.

Raises:



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# File 'lib/factpulse/helpers/client.rb', line 601

def validate_facturx_xml(xml_content, profile: 'EN16931')
  ensure_authenticated
  uri = URI("#{@api_url}/api/v1/processing/validate-xml")

  boundary = "----RubyFormBoundary#{SecureRandom.hex(16)}"
  body = build_multipart_body(boundary, [
    { name: 'xml_file', content: xml_content, filename: 'invoice.xml', content_type: 'application/xml' },
    { name: 'profile', content: profile }
  ])

  response = http_multipart_post(uri, body, boundary)
  raise FactPulseValidationError.new("Validation error: #{response.code}") unless response.is_a?(Net::HTTPSuccess)
  JSON.parse(response.body) rescue {}
end

#validate_pdf_signature(pdf_path) ⇒ Object

Validates the signature of a signed PDF.

Raises:



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# File 'lib/factpulse/helpers/client.rb', line 617

def validate_pdf_signature(pdf_path)
  ensure_authenticated
  uri = URI("#{@api_url}/api/v1/processing/validate-pdf-signature")
  pdf_content = File.binread(pdf_path)

  boundary = "----RubyFormBoundary#{SecureRandom.hex(16)}"
  body = build_multipart_body(boundary, [
    { name: 'pdf_file', content: pdf_content, filename: File.basename(pdf_path), content_type: 'application/pdf' }
  ])

  response = http_multipart_post(uri, body, boundary)
  raise FactPulseValidationError.new("Validation error: #{response.code}") unless response.is_a?(Net::HTTPSuccess)
  JSON.parse(response.body) rescue {}
end